$サービスナウ(NOW.US)$I am a huge fan of Bill McDermott he is the epitome in my book of what a CEO should be. that being said I've noticed his demeanor has been very much brought down on the recent interviews the past several weeks he's been on TV.. normally he's extremely dynamic in speaking you hear the inflection in his voice you hear how he projects he does not need a microphone to speak in front of a thousand people he's that type of person. the recent interviews I am picking up someone who ...
$サービスナウ(NOW.US)$I think you can put your toe in right around the 680 although I do think that 640 to 650 is where it could go to should we have another severe down series of one or two days back to back. it pretty much is wiped out the gains for this calendar year and if you pull a multi-year chart going back to 2021-2022 forward you'll see a nice upward gradual trend where it has rolled over every year and that affords you a great time to accumulate shares so I would buy half at the 680 po...
AI-generated content in$アルファベット クラスC(GOOG.US)$search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space… Perversely, I think this trend benefits Google. As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
$サービスナウ(NOW.US)$Up 90% in the last two years, this stock has really been on a rally since their latest 2022 pull-back. They reached a low price of $337 and have since MORE THAN doubled! I have aquired a few shares since Feb, 2024 and didnt realize how large this company was having over an $150B MKT Cap along with “attractive financials” and getting involved with AI. I would love to own a larger proportion here and I have a alerts set between $615-$700. Whe...
$サービスナウ(NOW.US)$you got to love Bill McDermott this guy is 100% for every single shareholder he wants to maximize returns not only to his clients future customers but to every shareholder. hopefully everybody saw him yesterday on his brief interview foxb.
The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by$ゴールドマン・サックス・グループ(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles. Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
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Oversold Territory
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
Amazing Last 5 Quarters (UP~75%)
We’re going back over 800
コラムMissed out on Nvidia? These Alternatives Are Expected to See Growth: Goldman Sachs
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
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